Elizabeth Evanisko is a financial advisor at OSAIC with 19 years of industry experience. She holds Series 63 and Series 65 registrations and has worked at firms including Cetera Investment Services and Foresters Financial. Evanisko is also the principal of Nova Wealth LLC, the team name under which she conducts business at OSAIC. OSAIC Wealth, Inc. serves a diverse clientele ranging from individual investors to pension plans and charitable organizations, offering integrated brokerage and advisory services. The firm employs asset-allocation tools, risk assessment, and third-party managers to construct tailored portfolios across a variety of asset classes.

Diane Bookhagen is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 23 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since the early 2000s and serves as a self-employed contractor at Erie County Medical Center. Diane is also a member of the Board of Directors for Presbyterian Senior Care of Western New York. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, focusing on model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

Michael Emser is a CFP® professional with 39 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has held roles at multiple financial firms including United Planner Financial Services and Crux Wealth Advisors. Emser also works as an independent contractor consulting on financial planning through Plail Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional entities. The firm employs analytical tools for non-discretionary planning tailored to client goals and supports a large network of advisors with a range of advisory programs.

Thomas Robertson is a CFP® with 18 years of industry experience, currently affiliated with Morgan Stanley in Orchard Park, NY. He has been with Morgan Stanley Smith Barney LLC since 2009 and also associated with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide array of advisory programs including customized financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and employer-based financial planning arrangements.

Bryan Staniszewski is a CFP® and PFS™ credentialed financial advisor with 22 years of industry experience. He is currently with Cetera and has previously worked at Ameriprise Financial Services LLC, Avantax Investment Services, Inc., and 1st Global Capital Corp. In addition to his advisory role, he owns a tax service business that provides bookkeeping, tax preparation, and consulting. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management and financial planning options, supported by a nationwide network of over 10,000 advisors.

Mande Pignataro is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Prior to joining Merrill in 2020, Pignataro spent nine years with UBS Financial Services Inc. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tyler Sacco is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and two years of industry experience. His prior work includes roles at Beck Financial Group and Commonwealth Financial Network. He is a co-owner of Sacco and Beck LLC, a private investment business focused on managing and remodeling a second business location in Orchard Park, NY. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Brian Makey is a financial advisor at Thrivent Investment Management with 12 years of industry experience. He holds the Series 66 designation and has been with Thrivent since 2014. Outside of his advisory role, Makey serves on the Executive Committee of Trinity Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering broad financial planning without portfolio management for institutional clients.

Patrizia Laughton is a financial advisor with RBC Capital Markets in Williamsville, NY, holding Series 63 and Series 66 designations and possessing 22 years of industry experience. She has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of wrap fee advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Jeffery Kruszka Jr. is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has four years of industry experience and has worked at several firms, including Wealth Advisors Network, Inc. and Cambridge Investment Research Inc. In addition to his advisory work, he is a partner at Brock, Schechter & Polakoff, LLP, a public accounting firm specializing in tax compliance and planning services. 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 programs using firm-approved software tools and structuring engagements as annual collaborative relationships.

Patricia Hudson is a CFP® credentialed financial advisor with 30 years of industry experience. She is currently with Ameriprise, where she has worked for one year, following five years at LPL Financial and 18 years at M&T Securities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice, utilizing proprietary research and algorithmic tools.

William Wagner is a financial advisor with Cetera who holds a Series 63 designation and has 37 years of industry experience. He has worked at Cetera Wealth Services, LLC since 2013 and previously spent 18 years at C&M Capital, Inc. In addition to his advisory role, Wagner operates as an independent insurance agent selling disability, fixed annuities, and long-term care products. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and consulting services through a large network of independent advisors, utilizing a multi-manager platform that includes affiliated and third-party investment strategies.

Sean Huff is a financial advisor with LPL Financial in Williamsville, NY, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc. and AxA Advisors. Outside of his advisory work, Huff is the owner of Encompass Property Group LLC and is involved in several other investment-related business activities. 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, with account management supported by research and technology tools.

Christopher Sharkey is a financial advisor with UBS Financial Services in Buffalo, NY, holding a Series 66 designation and nine years of industry experience. He has worked at UBS since 2017 and previously spent one year at AllianceBernstein. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services and proprietary research to support client strategies.

Tony Watson II is a Series 66-licensed financial advisor with Equitable Advisors, based in Williamsville, NY. He has three years of industry experience and also works as a color commentator for University at Buffalo men's basketball. Prior to joining Equitable Advisors, he was involved with Pro Training Basketball, Inc. for eleven years. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm uses a mix of third-party advisory programs and proprietary offerings, focusing on tailored investment solutions and ERISA fiduciary services.

William Witzleben is a financial advisor at LPL Financial in Buffalo, NY, holding a Series 66 designation with 15 years of industry experience. Prior to joining LPL Financial in 2025, he has worked at M&T Bank since 2013. 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 services including financial planning, wrap and model portfolio programs, and access to third-party asset management, with advisory and brokerage solutions supported by advanced operational tools.

Hayden Mumbach is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has prior experience with Rich Products Corporation and Sgroi Financial LLC. Outside of his advisory role, he is involved with Sgroi Lawley Group LLC, a business related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by technology tools for operational and research purposes.

Genna Chmiel is a financial advisor at Cetera with 11 years of industry experience. She holds a Series 63 designation and has worked at Cetera since 2019, following four years at Foresters Financial Services. Outside of her advisory work, she serves as executor of her parents' will. Cetera is an SEC-registered advisor that serves individual, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, overseeing over $256 billion in assets.

Colden Hollins is a financial advisor with Wells Fargo Advisors in Orchard Park, NY. He holds a Series 66 designation and has three years of industry experience, including time at Wells Fargo Clearing prior to joining Wells Fargo Advisors. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including cash-flow, retirement, education, risk, and wealth-transfer planning, using proprietary research and tools to develop tailored recommendations.

Matthew Boss is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 66 credentials and four years of industry experience. His prior work history includes roles at CitiGroup and Orthobrain, among others. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes various advisory models implemented by third-party sponsors and provides ERISA fiduciary services to qualified plans.