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.

Robert Vogel is a CFP® with 44 years of industry experience, currently serving as an advisor at OSAIC since 2023. He previously worked at FSC Securities Corporation for 14 years. Vogel is the treasurer of the Erie County Law Enforcement Foundation and a director of the 100 Club of Buffalo, both nonprofit organizations supporting law enforcement and emergency service communities in Western New York. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm combines brokerage and advisory services with various investment platforms and third-party solutions, utilizing asset-allocation tools and automated rebalancing to construct diversified portfolios.

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.

Lacey Dale is a financial advisor at Raymond James Financial with five years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Kestra Advisory, Crux Wealth Advisors, and Robert J. Ellis Financial Advisors. She is also president of Dale Legacy Advisors, LLC, a financial advisory and planning firm. 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, institutions, and nonprofits. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Joseph Curatolo is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. He previously worked for Royal Alliance Associates, INC. for 36 years and has been associated with Georgetown Capital Group since 1987. 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, with a notable scale of operations and diverse financial service offerings.

Paul Nowakowski is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in assisting individuals, families, businesses, and organizations with financial strategies and investment planning. He specializes in areas including family wealth management, retirement planning, investment consulting for defined contribution plans, and legacy planning. Paul is recognized as one of approximately 235 Financial Advisors nationwide designated as a Premier Retirement Benefits Consultant by Merrill Lynch. Paul holds a Bachelor of Arts degree in Political Science and Business Administration from Wittenberg University and an MBA from Embry Riddle Aeronautical University. He is a CERTIFIED FINANCIAL PLANNER™ professional and also holds the Certified Plan Fiduciary Advisor® designation. His approach emphasizes personalized financial plans tailored to clients’ priorities, with a focus on being a steward of their financial futures. Outside of his professional commitments, Paul resides in Orchard Park, New York with his wife and three children. He is a member of Orchard Park Country Club and enjoys activities such as golf, skiing, and football.

Jeffrey Vanremmen is a financial advisor at OSAIC with 40 years of industry experience. He holds a Series 63 designation and previously worked at FSC Securities Corporation for 26 years before joining OSAIC in 2023. He is also a sole proprietor insurance agent specializing in life insurance sales. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, and access to multiple investment platforms and third-party money managers.

Carmen Tonellato is a financial advisor with Ameriprise in Williamsville, NY, holding Series 63 and Series 66 licenses and having six years of industry experience. Prior to joining Ameriprise in 2022, she worked at Bank of America and Merrill from 2019 to 2022, and at FedEx Trade Networks from 2013 to 2019. She serves as Co-Chairman on the Board of Directors for the Niagara County Youth Bureau. 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, which includes written Recommendation Reports and annual advice utilizing proprietary research, third-party data, and algorithmic tools.

Thomas Cannavo is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 11 years of industry experience. He has been with Cambridge since 2021 and previously worked at Independent Solutions Wealth Management and AXA Advisors. In addition to his advisory work, he owns and operates the Law Office of Thomas J. Cannavo, providing legal services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and multiple platform arrangements.

Kevin Caffery Jr. is a financial advisor with Equitable Advisors, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors since 2009, including time when the firm operated as Axa Advisors. He also serves as an administrator or executor of estates and trustee of trusts for family and non-family members. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutions. The firm’s approach includes matching clients to program models or discretionary managers, utilizing both proprietary and third-party asset management solutions.

John Bannister is a financial advisor at Merrill with 8 years of industry experience. He holds Series 63 and Series 66 designations. His prior work experience includes roles at Prudential Insurance Company of America and Pruco Securities, LLC, as well as Bank of America. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a range of model-based and discretionary investment strategies.

Randall Clark is a financial advisor at Cetera with 21 years of industry experience. He has held roles at Foresters Financial and Foresters Advisory Services LLC prior to joining Cetera in 2019. Outside of his advisory work, Clark also works as a security guard at Holiday Valley Ski Resort. Cetera Investment Advisers LLC serves individuals across a range of wealth levels, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Steven Kopf is a financial advisor at Edward Jones in Williamsville, NY, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm maintains a large network of advisors and branch offices and provides services under a fiduciary standard.

Alexander Bianco is a financial advisor with Equitable Advisors in Williamsville, NY, holding the Series 66 designation and bringing 16 years of industry experience. He has been with Equitable Advisors since 2010 and was previously associated with Axa Advisors, LLC from 2010 to 2020. Equitable Advisors serves a broad client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset-management programs, utilizing a network of Investment Adviser Representatives and third-party asset managers to deliver personalized investment solutions.