Robert Fahey is a financial advisor with LPL Financial, holding a Series 66 designation and ten years of industry experience. He previously worked at Cadaret, Grant & Co. and Skrobacz & Company CPA, and he operates Robert F. Fahey Jr. & Associates. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Derek Szczupakowski is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 15 years of industry experience. He has been with MML Investors Services and Mass Mutual Life Insurance Company since 2013. Outside of his advisory role, he is involved in property and casualty sales and provides financial consulting for a family dentistry practice, advising on investments, debt payoff, and employee benefits. Mass Mutual Investors Services operates as 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 a focus on collaborative, goal-based planning using firm-approved analytical tools.

Patrick Denisco 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 its affiliation with Axa Advisors, LLC from 2008 to 2020. Outside of his advisory role, he is involved in insurance-related activities. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing both proprietary and third-party solutions delivered through a network of Investment Adviser Representatives.

Kathleen Kumm is a financial advisor at UBS Financial Services with 37 years of industry experience. She has been with UBS since 1995 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering proprietary research and integrated capital markets solutions.

Jeffrey Hahn is a CFP®-designated financial advisor with 29 years of industry experience, currently affiliated with LPL Financial since 2025. Prior to joining LPL, he spent 28 years at Cadaret, Grant & Co., Inc. In addition to his advisory work, Hahn is a business owner involved in construction and music enterprises, and he participates in local government activities in Williamsville, NY. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a broad network of investment adviser representatives.

Rodd McMinn is a financial advisor with MassMutual Investors Services, holding a Series 63 designation and 33 years of industry experience. He has worked at MassMutual Investors Services since 2017 and was previously with METLIFE Securities Inc for 13 years. Outside of his advisory role, he is also an agent in the life insurance sector. 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 seminars, focusing on collaborative, annual planning relationships that utilize firm-approved analytical tools.

Christopher Rodler is a financial advisor with LPL Financial based in Williamsville, NY. He holds Series 66, Series 65, and Series 63 licenses and has six years of industry experience. His prior roles include positions at MML Investors Services, LLC and MassMutual Life Insurance Co, and he served with the New York State Police for 18 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions utilizing model portfolios, third-party subadvisors, and customized strategies.

Eric Scheffler is a financial advisor with Edward Jones in Lockport, NY, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. His prior work includes positions at Northwest Bank and LPL Financial, with ten years spent at the latter. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across various segments, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

Robert Banas is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at Morgan Stanley Smith Barney LLC and UBS Financial Services. Outside of his advisory work, he is a correspondent and author for WEBR/WLVL Radio in Buffalo, NY, and a writer for Wilco Media. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered through a network of investment adviser representatives.

Donna Menza is a financial advisor at Osaic with 35 years of industry experience. She holds a Series 63 designation and has worked at firms including Securities America Advisors and Cadaret, Grant & Co., Inc. In addition to her advisory role, she is involved in selling life insurance through L&M Group. Osaic Wealth serves a diverse range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation, portfolio optimization, and various managed account strategies, supported by risk analysis tools and multiple custodial arrangements.

Bryan Tenney is a financial advisor at OSAIC with 33 years of industry experience. He holds a Series 63 designation and has worked in advisory roles since 2002, including over two decades with Securities America Advisors, Inc. Outside of his advisory work, he has been involved with the James Lilley Foundation, Inc. for over 20 years and has coached the Canisius High School Varsity Baseball Team since 1989. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a model-based investment process emphasizing asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies.

Michael Durant is a Series 66-registered financial advisor with Equitable Advisors in Williamsville, NY, where he has worked since 2023. He has three years of industry experience and prior work history in construction and retail sectors. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management through a network of advisers using a combination of firm-driven programs and third-party asset managers.

Mark Morlock is a financial advisor with LPL Financial in Buffalo, NY, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has worked with LPL Financial since 2021 and previously spent 17 years at Cadaret, Grant & Co., Inc. Morlock also operates Morlock & Company, which he founded in 2004, and provides college planning services outside of his investment advisory role. 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, third-party asset management, and institutional platforms, supported by comprehensive operational and research tools.

Ngan Cheng is a Series 66-licensed financial advisor with LPL Financial in Amherst, NY, and has 11 years of industry experience. Prior to joining LPL Financial in 2018, Cheng worked at Ogorek Wealth Management and AxA Advisors. Outside of advisory work, Cheng serves as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, and access to third-party asset managers, supported by technology tools and a broad range of non-advisory financial services.

Joseph Fahey is a CFP® with eight years of industry experience, currently affiliated with LPL Financial. He has held roles at Robert F. Fahey Jr. & Associates since 2018 and previously worked at Cadaret, Grant & Co., Inc. and Ernst & Young. Fahey is also involved as a partner in a real estate rental business. 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 provides a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Paul Scribner is a financial advisor with Primerica Advisors in Amherst, NY, holding a Series 63 designation and bringing 24 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2000 and has been involved with St. Joseph's Collegiate Institute since 2017. Outside of advisory work, he is involved in the sales of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors provides discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts within a wrap-fee structure. The firm curates third-party asset managers and delegates trading to BNY Mellon Advisors, with a distinctive operational model focused on tiered wrap fees and ongoing manager oversight.

Michael Steese is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Depew, NY, and has two years of industry experience. His prior roles include positions at Equitable Advisors, Rupp Pfalzgraf, LLC, and Goldberg Segalla, LLP. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations, incorporating ESG criteria and supported by affiliated portfolio management services.

Teri Syracuse is a financial advisor with Morgan Stanley in Buffalo, NY, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her career includes roles at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets since 2007. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm‑approved tools and research. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

John Chiarenza is a financial advisor with Wells Fargo Clearing in Williamsville, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at LPL Financial and HSBC Securities (USA) Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through a network of more than 14,000 financial advisors.

Tyler Utz is a financial advisor at Equitable Advisors with nine years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2017, including time under its former name, Axa Advisors. Outside of his advisory role, he serves as power of attorney for both his mother and father. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm delivers its services through a network of Investment Adviser Representatives and emphasizes matching clients to program models or discretionary managers, utilizing both proprietary and third-party investment solutions.