James O'Neill is a financial advisor at Raymond James Financial with three years of industry experience. He previously worked at Noble Wealth Partners and Crux Wealth Advisors LLC. Outside of his advisory role, he is involved in client services management at Plail Wealth Management, Inc. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored recommendations supported by firm research and multiple implementation options.

Jonathan Mann is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 10 years of industry experience. He has been with Equitable Advisors since 2016, following a prior role at Axa Advisors, LLC. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, employing a delivery model that includes LPL-sponsored programs and a range of endorsed third-party asset managers.

Robert Tighe is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Equitable Advisors since 1999 and was previously affiliated with Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and provides both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Edgar Huber is a financial advisor with Thrivent Investment Management in Amherst, NY, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial analyses and planning without discretionary trading authority, focusing on a broad range of topics including retirement, tax, estate, and special needs planning.

Ann Marie Williams is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she joined in January 2023 as part of the Wible, Runfola, and Miranda team. She specializes in developing financial strategies tailored to the needs of business owners, professional women in transition, and retirees. Her approach involves comprehensive planning, beginning with understanding her clients' financial needs and goals to help them achieve their ideal lifestyles in retirement. With over 20 years of experience, Ann Marie holds Series 7 and 66 FINRA registrations and insurance licenses for life, accident, and health. She earned a Bachelor of Science degree in International Business and Marketing from Rochester Institute of Technology and holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She is a member of the National Association of Women Business Owners (NAWBO). In addition to her professional work, Ann Marie is involved with the Hospice Signature Society and Windsong Radiology. She speaks both English and French, and her personal interests include cooking, gardening, golfing, reading, swimming, tennis, and traveling.

Matthew Diniro is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His work history includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and LPL Enterprise, among others. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Sean Howard is a financial advisor with UBS Financial Services in Buffalo, NY, holding a Series 66 designation and 20 years of industry experience. He has been with UBS Financial Services since 2005. Outside of his advisory role, he serves on a committee for the Food Bank of Western New York and is a partner in JMST Development LLC, which invests in commercial real estate. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, employing proprietary research and model-based asset allocations to tailor plans aligned with client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, offering a broad range of financial products and capital markets solutions.

Andrew Durfee is a financial advisor at Raymond James Financial with 22 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for 10 years. Durfee is also involved with Accreux Wealth Management LLC, a business he co-owns supporting his work at Raymond James. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as pension plans, charitable organizations, and government entities. The firm offers tailored, typically non-discretionary advisory services and maintains notable capabilities in municipal and public finance through its affiliation with Raymond James’ Public Financing department.

Jonathan Hoffman is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 15 years of industry experience. He has worked at Mass Mutual Investors Services since 2012 and with Mass Mutual Life Insurance Company since 2011. Outside of his advisory work, he is involved in real estate development, serving as a partner at Orchard Development, where he works on designing and building custom homes. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements and offers additional services including educational seminars and specialized planning programs.

Richard Schieb Jr. is a financial advisor with Equitable Advisors in Williamsville, NY, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 2001. Outside of his advisory role, he serves as a board member and officer of the Ketch Court Property Owner's Association and provides CPA tax preparation and advice. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services according to client goals, risk tolerance, and time horizon.

Shannon Schapiro is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo in various capacities since 2008. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michael Mancuso is a financial advisor with Cetera who holds 43 years of industry experience. He has worked with Cetera since 2019 and previously spent 37 years at Foresters Financial. Outside of his advisory role, he is involved in land ownership. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients through various portfolio management and financial planning services.

Joshua Lauer is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 66 licenses and has 12 years of industry experience. His career includes roles at Massachusetts Mutual Life Insurance Company, MSI Financial Services, Queen City Financial Services, Nylife Securities, and New York Life Insurance Company. Outside of his advisory work, he acts as an insurance agent specializing in individual and group life and health insurance, and he refers clients for potential Employee Retention Credit eligibility. 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, wrap and money-manager programs, and educational seminars.

Mark King is a financial advisor at Equitable Advisors with 23 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors and its predecessor, Axa Advisors, since 2002. Outside of his advisory role, King is actively involved in several community organizations in Buffalo, NY, including serving as Co-Chairperson of the Community Health Worker Network of Buffalo and Chairman of the Board for the Community Health Center of Buffalo. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Jose Iglesias is a financial advisor at UBS Financial Services with 27 years of industry experience. He has been with UBS Financial Services since 2010 and has also worked at UBS International Inc. and UBS AG since 2007. Iglesias holds Series 63 and Series 65 designations. 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 services and uses proprietary research and asset allocation models to tailor client strategies.

Samuel Hamlett is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 66 designations. His previous roles include positions at Wilmington Brokerage Services Company and M&T Securities, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Michael Coffaro is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has been with Equitable Advisors since 2016 and previously worked at AXA Advisors, LLC. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates under a dual registration as an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Daniel Mcauliffe is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Equitable Advisors since 2011, previously associated with AXA Advisors during part of that time. Outside of his advisory role, he serves as vice president of the Buffalo Squash Racquettes Association and is a board member of both 716 Squash, Inc. and Child and Family Services. Equitable Advisors provides financial planning, retirement-plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm employs a hybrid referral and implementation model utilizing third-party asset managers and offers a range of advisory and brokerage services tailored to client goals and risk tolerance.

James Stark is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has worked at LPL Financial since 2021 and also holds roles at M&T Securities and M&T Bank starting in 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, employing discretionary and non-discretionary management supported by research and model portfolios.

Bryan Plunkett is a financial advisor with Equitable Advisors in Lewiston, NY, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior roles include positions at Axa Advisors, First Source Advantage, and service in the United States Army. He serves on the Board of Directors of the Historical Association of Lewiston. Equitable Advisors provides financial planning, retirement-plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, utilizing third-party asset managers and offering both advisory and brokerage channels.