Nicholas Sousanidis is a financial professional with MassMutual Investors Services, holding a Series 63 designation and 29 years of industry experience. He has been with MML Investors Services Inc. and MassMutual since 2008. Outside of his advisory role, he is also involved with Maranto Insurance Agency, focusing on life, disability, long-term care insurance, and fixed annuities. MML 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 offers ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to develop tailored recommendations without investment discretion.

Carlo Runca is a financial advisor at OSAIC with 40 years of industry experience. He holds a Series 63 designation and has worked previously at FSC Securities Corporation for 24 years. He also owns Runca Financial Services, a sole proprietorship engaged in the sale and service of securities and insurance products. OSAIC serves a broad client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform that offers brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.

Jacob Hartwell is a financial advisor with Equitable Advisors in Williamsville, NY, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he worked in sales and operations roles at Blue Compass RV, Cellular Sales Verizon, and Gutchess Lumber Co. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset-management programs utilizing both proprietary tools and third-party managers.

Andrew Hahn is a financial advisor with LPL Financial in Williamsville, NY. He holds the Series 63 and Series 65 designations and has eight years of industry experience, including prior roles at Cadaret, Grant & Co., Inc. and Ultimate Creations Inc. 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 offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Brandon Harrington is a financial advisor at Ameriprise with 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 1997 and holds a Series 63 designation. He is based in Lockport, NY. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Nicholas Stinson is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 registrations and has seven years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Canisius College. He is also a co-founder of Big Fish Advisor, a social media marketing business. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software and a collaborative planning process.

Robert Fahey Jr. is a ChFC® credentialed financial advisor with 44 years of industry experience currently affiliated with LPL Financial. He previously worked at Cadaret, Grant & Co., Inc. for 22 years and has operated Robert F. Fahey Jr. & Associates for over a decade. 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 and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Mark Catanese is a financial advisor at LPL Financial with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Summit Consultants & Advisors, LLC and Cadaret, Grant & Co., Inc. He also operates Capital Management Group, a business associated with his LPL activities. 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, and institutional platforms.

Kelly Martin is a Series 66-registered financial advisor with Cambridge Investment Research Advisors, bringing nine years of industry experience. Prior to joining Cambridge in 2024, Kelly worked at IC Advisory Services Inc and The Investment Center Inc from 2017 to 2024. Outside of advising, Kelly is involved with SY Associates and holds a role as an insurance agent with Crump. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension 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 and sub-advisors, including proprietary model strategies under the Founders Gate Capital brand.

Andrew Hahn is a financial advisor with LPL Financial based in Williamsville, NY. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. Prior to his current tenure at LPL Financial since 2019, he worked at Northwest Bank starting in 2016 and had an earlier period at LPL Financial from 2013 to 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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 such as the Bank Wealth Program.

William Davoli is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and has prior work experience at UBS and L&M Wealth Management. Outside of his advisory role, he works as a locker room attendant at Transit Valley Country Club. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services delivered through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization techniques.

Geoffrey Mcdermid is a financial advisor with MassMutual Investors Services and holds a Series 63 designation. He has 29 years of industry experience, having worked at Massachusetts Mutual Life Insurance Company and MML Investors Services since 1996. Outside of his advisory role, he serves as Treasurer and Trustee for a nonprofit historical preservation site, overseeing its financial operations and investment policies. MassMutual 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 seminars, with planning engagements structured as annual, collaborative relationships that utilize firm-approved analytical tools.

Timothy Naffky 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 time under the AXA Advisors name. He also serves as an administrator or executor of estates and trustee of trusts for family and non-family members. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs. The firm’s approach involves personalized risk assessment and matching clients to portfolio models or discretionary managers, utilizing a mix of proprietary and third-party solutions.

Eric Davies is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has previous work history at Norfolk Southern Railway, Customs and Border Protection, and NYSCVOA/PAVO. Outside of his advisory role, he is also self-employed as a rideshare driver and a sports and fitness coach. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm utilizes a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Jillian Donovan is a financial advisor at Equitable Advisors with a Series 66 credential and 0 years of industry experience. Prior to joining Equitable Advisors in 2025, she held various roles including sales associate at Express. Outside of advising, she continues to work in retail sales at Express. Equitable Advisors serves a diverse clientele including individuals, pension and profit-sharing plans, corporations, and nonprofit organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm uses a range of advisory models and third-party asset managers to tailor solutions for clients, providing services that include ERISA fiduciary oversight through credentialed representatives.

Gregory Lewis is a CFP® professional with 26 years of industry experience, currently advising at Cetera since 2021. His prior experience includes 16 years at American Portfolios Financial Services Inc. Outside of his advisory role, he works as a tax consultant with Nicastro Accounting Services and serves as co-treasurer for a homeowners association in Pulaski, NY. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions, offering portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with discretionary and non-discretionary options.

Mark Anastasia Jr. is a financial advisor with OSAIC, holding a Series 63 designation and 17 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America, Inc. for 15 years. Outside of advisory work, he is also an insurance agent at L&M Group Ltd. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach features model-based asset allocation, portfolio optimization, and a range of managed account programs supported by risk analysis and rebalancing tools.

F Georger is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his financial services career in 1997 and has since focused on small business and retirement planning. He assists clients by managing their individual wealth through various market cycles. Georger emphasizes a comprehensive approach by listening to clients' needs to help achieve their individual goals. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from the State University of New York College at Buffalo.

Jean Olivier is a financial advisor with Wells Fargo Clearing in Williamsville, NY, holding a Series 66 designation and 26 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Andrew Smigiera is a financial advisor at Morgan Stanley in Williamsville, NY, holding a Series 66 credential with seven years of industry experience. He has been with Morgan Stanley since 2018, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory role, he serves on the Academy of Business and Finance Advisory Board for West Seneca East Senior High School. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery processes and firm-approved tools.