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Elizabeth E
Series 63, Series 65
Buffalo, NY
OSAIC
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 B
Series 63
West Seneca, NY
Primerica Advisors
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.
Benjamin W
Series 63
Amherst, NY
Mass Mutual Investors Services
Benjamin Whitford is a financial advisor with Mass Mutual Investors Services in Amherst, NY, holding a Series 63 designation and with eight years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has also worked with MassMutual Life Insurance Company since 2016. Whitford serves as a board member and participates on both the Audit and Investment Committees of Aspire of WNY, a nonprofit that assists individuals with disabilities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational programs, focusing on collaborative, goal-oriented client engagements.
Michael E
CFP®, Series 63, Series 65
Buffalo, NY
Raymond James Financial
Michael Emser is a CFP® professional with 39 years of experience in the financial industry. He is currently with Raymond James Financial Services Advisors, Inc., where he has worked since 2022. Prior to this, he held roles at Crux Wealth Advisors, LLC, Wealth Future, Inc., United Planner Financial Services, and operated his own firm, Michael Emser Wealth Management Group. Outside of his primary advisory roles, he consults with clients and assists with financial planning as an independent contractor for Plail Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, charitable organizations, and institutional investors. The firm offers tailored, non-discretionary planning using analytical tools and supports various advisory programs and institutional consulting across its extensive advisor network.
Thomas R
CFP®, Series 66
Orchard Park, NY
Morgan Stanley
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 S
CFP®, PFS™, Series 66
West Seneca, NY
Cetera
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 P
Series 63, Series 66
Williamsville, NY
Merrill
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 S
Series 66
Orchard Park, NY
Raymond James Financial
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 M
Series 66
Amherst, NY
Thrivent Investment Management
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 L
Series 63, Series 66
Williamsville, NY
RBC Capital Markets
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 K
Series 66
Buffalo, NY
Mass Mutual Investors Services
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 H
CFP®, Series 63, Series 65
Buffalo, NY
Ameriprise
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 W
Series 63
West Seneca, NY
Cetera
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 H
Series 66
Williamsville, NY
LPL Financial
Sean Huff is a financial advisor at LPL Financial with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Cadaret, Grant & Co., Inc. and AxA Advisors. Outside of his advisory role, he is a business owner of Encompass Property Group LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, and corporations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.
Christopher S
Series 66
Buffalo, NY
UBS Financial Services
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 W
Series 66
Williamsville, NY
Equitable Advisors
Tony Watson II 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 educational roles, including as a color commentator for University at Buffalo men's basketball. Outside of advising, he has been involved with Pro Training Basketball, Inc. for over a decade. 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 uses a hybrid referral and implementation model to tailor investment solutions based on client goals, risk tolerance, and time horizon.
Hayden M
Series 66
West Seneca, NY
LPL Financial
Hayden Mumbach is a Series 66-licensed financial advisor with LPL Financial, based in West Seneca, NY, with one year of industry experience. Prior to joining LPL Financial, he held roles at Rich Products Corporation and Sgroi Financial LLC. He is also involved with Sgroi Lawley LLC, an affiliated entity related to his advisory business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by proprietary and third-party research, catering to a diverse client base with discretionary and non-discretionary management options.
Robert V
CFP®, Series 63
Amherst, NY
OSAIC
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 C
Series 63
Cheektowaga, NY
Cetera
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 H
Series 66
Williamsville, NY
Wells Fargo Advisors
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.
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1,482 advisors near
14209
within the area shown on the map
Out of 400,000+ nationwide