James Swiech is a financial advisor with Primerica Advisors in Lockport, NY, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Primerica, he worked at Allied CPAs, P.C. for six years. He is the owner of Swiech Consulting LLC, a business unrelated to investments that offers home security and automation product referrals. Primerica Advisors serves primarily individual investors as well as corporate and charitable clients through a wrap-fee asset management program that uses model-delivery strategies managed by unaffiliated asset managers. The firm manages approximately $15.5 billion in assets with a network of nearly 3,700 advisors and provides advisory services supported by custodial and trade execution partners.

Steven Glamuzina is a financial advisor with Equitable Advisors in Williamsville, NY, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 2008. Outside of his advisory role, he serves as a finance council member at St. Gregory the Great Parish and is a board member and part owner of Prosrix Inc., a marketing and authentication platform for wine and spirits. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm employs a variety of advisory models and third-party asset managers, offering access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

Brett Komm is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera Investment Services and Foresters Financial. Komm is also licensed as an insurance producer and offers life insurance and annuity products to clients. OSAIC Wealth serves a diverse client base including individual investors, retirement plan participants, charities, and corporate clients. The firm emphasizes model-based asset allocation and portfolio optimization, offering a wide range of advisory and brokerage services through a multi-advisor platform.

Steven Barber is a financial advisor with LPL Financial in Williamsville, NY, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He has previously worked at Janney Montgomery Scott, Bank of America, Merrill Lynch, and Equitable Advisors. Outside of his advisory role, he is a co-owner of a real estate rental LLC. 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, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors and extensive technology tools.

William Walter is a financial advisor with Ameriprise in Williamsville, NY, holding a Series 63 designation and 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers customized recommendations through a centralized retirement-income consulting team.

Nicholas Kelly is a Series 66-licensed financial advisor with Equitable Advisors, where he has worked since 2005. He has 21 years of experience in the industry, including 15 years with Axa Advisors, LLC. He is based in Williamsville, NY. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs, utilizing third-party investment managers and a range of advisory models.

Jeffrey Andruschat is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining OSAIC in 2024, he worked at Securities America Advisors, Inc., Securities America, Inc., and HSBC Securities (USA) Inc. He also operates a sole proprietorship, First National Investors, which includes insurance sales. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach includes model-based asset allocation and portfolio optimization, with options for discretionary and advisor-managed strategies.

Robert Fahey is a financial advisor with LPL Financial, holding a Series 66 designation and ten years of industry experience. He previously worked at Cadaret, Grant & Co. and Skrobacz & Company CPA, and he operates Robert F. Fahey Jr. & Associates. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Derek Szczupakowski is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 15 years of industry experience. He has been with MML Investors Services and Mass Mutual Life Insurance Company since 2013. Outside of his advisory role, he is involved in property and casualty sales and provides financial consulting for a family dentistry practice, advising on investments, debt payoff, and employee benefits. Mass Mutual Investors Services operates as 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 seminars, with a focus on collaborative, goal-based planning using firm-approved analytical tools.

Patrick Denisco is a financial advisor with Equitable Advisors in Williamsville, NY, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2008, including its affiliation with Axa Advisors, LLC from 2008 to 2020. Outside of his advisory role, he is involved in insurance-related activities. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing both proprietary and third-party solutions delivered through a network of Investment Adviser Representatives.

Jeffrey Hahn is a CFP®-designated financial advisor with 29 years of industry experience, currently affiliated with LPL Financial since 2025. Prior to joining LPL, he spent 28 years at Cadaret, Grant & Co., Inc. In addition to his advisory work, Hahn is a business owner involved in construction and music enterprises, and he participates in local government activities in Williamsville, NY. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a broad network of investment adviser representatives.

Rodd McMinn is a financial advisor with MassMutual Investors Services, holding a Series 63 designation and 33 years of industry experience. He has worked at MassMutual Investors Services since 2017 and was previously with METLIFE Securities Inc for 13 years. Outside of his advisory role, he is also an agent in the life insurance sector. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative, annual planning relationships that utilize firm-approved analytical tools.

Christopher Rodler is a financial advisor with LPL Financial based in Williamsville, NY. He holds Series 66, Series 65, and Series 63 licenses and has six years of industry experience. His prior roles include positions at MML Investors Services, LLC and MassMutual Life Insurance Co, and he served with the New York State Police for 18 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions utilizing model portfolios, third-party subadvisors, and customized strategies.

Eric Scheffler is a financial advisor with Edward Jones in Lockport, NY, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. His prior work includes positions at Northwest Bank and LPL Financial, with ten years spent at the latter. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across various segments, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

Robert Banas is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at Morgan Stanley Smith Barney LLC and UBS Financial Services. Outside of his advisory work, he is a correspondent and author for WEBR/WLVL Radio in Buffalo, NY, and a writer for Wilco Media. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered through a network of investment adviser representatives.

Donna Menza is a financial advisor at Osaic with 35 years of industry experience. She holds a Series 63 designation and has worked at firms including Securities America Advisors and Cadaret, Grant & Co., Inc. In addition to her advisory role, she is involved in selling life insurance through L&M Group. Osaic Wealth serves a diverse range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation, portfolio optimization, and various managed account strategies, supported by risk analysis tools and multiple custodial arrangements.

Bryan Tenney is a financial advisor at OSAIC with 33 years of industry experience. He holds a Series 63 designation and has worked in advisory roles since 2002, including over two decades with Securities America Advisors, Inc. Outside of his advisory work, he has been involved with the James Lilley Foundation, Inc. for over 20 years and has coached the Canisius High School Varsity Baseball Team since 1989. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a model-based investment process emphasizing asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies.

Michael Durant is a Series 66-registered financial advisor with Equitable Advisors in Williamsville, NY, where he has worked since 2023. He has three years of industry experience and prior work history in construction and retail sectors. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management through a network of advisers using a combination of firm-driven programs and third-party asset managers.

Mark Morlock is a financial advisor with LPL Financial in Buffalo, NY, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has worked with LPL Financial since 2021 and previously spent 17 years at Cadaret, Grant & Co., Inc. Morlock also operates Morlock & Company, which he founded in 2004, and provides college planning services outside of his investment advisory role. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by comprehensive operational and research tools.

Ngan Cheng is a Series 66-licensed financial advisor with LPL Financial in Amherst, NY, and has 11 years of industry experience. Prior to joining LPL Financial in 2018, Cheng worked at Ogorek Wealth Management and AxA Advisors. Outside of advisory work, Cheng serves as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, and access to third-party asset managers, supported by technology tools and a broad range of non-advisory financial services.