Christopher Rodler is a financial advisor with LPL Financial in Williamsville, NY, holding Series 66, Series 65, and Series 63 licenses and has six years of industry experience. Prior to joining LPL Financial in 2024, he worked at MML Investors Services, LLC and MassMutual Life Insurance Co. Rodler previously served with the New York State Police from 2004 to 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through its network of investment adviser representatives. The firm offers a range of financial planning and portfolio management services and is noted for its scale, breadth of financial activities, and use of advanced advisor support tools.

Robert Banas is a financial advisor with LPL Financial in Williamsville, NY, holding a Series 66 designation and 13 years of industry experience. His prior experience includes roles at Morgan Stanley Smith Barney LLC and UBS Financial Services. Outside of his advisory work, he contributes as an author and correspondent for WEBR/WLVL Radio in Buffalo. 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 financial planning and investment management services, utilizing customizable strategies and technology tools to support its network of over 22,800 advisors.

Donna Menza is a financial advisor at OSAIC with 34 years of industry experience. She holds a Series 63 designation and has worked at firms including Securities America Advisors and Cadaret, Grant & Co., Inc. Outside of her advisory role, she is involved in life insurance sales. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to large institutions, offering integrated brokerage and advisory services supported by advanced asset-allocation tools and multiple advisory platforms.

Bryan Tenney is a financial advisor with OSAIC based in Williamsville, NY, holding a Series 63 designation and possessing 33 years of industry experience. He previously worked for Securities America Advisors, Inc. and Securities America, Inc. for 22 years before joining OSAIC in 2024. Outside of his advisory role, he has been involved with the James Lilley Foundation, Inc. for over two decades and has served as a volunteer for the Canisius High School Varsity Baseball Team since 1989. OSAIC serves a diverse range of clients including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and multiple advisory platforms to manage portfolios with various investment options on both discretionary and non-discretionary bases.

Michael Durant is a financial advisor with Equitable Advisors in Williamsville, NY. He holds the Series 66 designation and has two years of industry experience. Prior to his current role, Durant gained work experience in various companies including Ferraro Pile and Shoring, Thomann Asphalt, and Kiewit Construction. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm leverages a network of Investment Adviser Representatives and third-party asset managers to deliver customized investment solutions.

George Gable is a financial advisor with Primerica Advisors in Tonawanda, NY, holding a Series 63 designation and over 32 years of industry experience. He has been with Primerica Advisors since 1993 and has worked with Primerica Financial Services since 1992. Outside of advisory services, he is involved in sales of loan products and home-related services referrals through affiliated Primerica companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm uses third-party asset managers and employs a tiered wrap fee structure, focusing on curated model portfolios rather than institutional plan management.

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.

Vincent Di Stefano is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Merrill Lynch and Bank of America. He is the sole owner and president of Ancile Advisors, a support company based 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools to illustrate potential outcomes, supporting implementation through advisory programs and partnerships.

Amanda Velarde is a financial advisor with Merrill in Buffalo, NY, holding the Series 66 designation and possessing eight years of industry experience. She has been with Merrill since 2010, totaling sixteen years at the firm. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Michael Steese is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors, Rupp Pfalzgraf, LLC, and Goldberg Segalla, LLP. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jacob Strusa is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. He has worked at several firms, including Cadaret Grant & Co., Inc., Park Avenue Securities, and Guardian Life Insurance Company. Outside of his advisory role, Strusa is involved with ClearPlan Financial, Inc., an entity related to his work with LPL. 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 financial planning and portfolio management services through a broad network of advisors and employs various strategic and tactical investment approaches.

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 at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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.

Mary Mc Cafferty is a CFP® professional with 24 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. She previously worked at Lincoln Financial Advisors Corporation for 19 years and has been involved with Custom Wealth Strategies since 2021. Her non-investment-related involvement with Custom Wealth Strategies reflects additional business activities beyond her advisory role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports advisory programs with a focus on technology and municipal advisory services.

Stephen Wzontek is a financial advisor at LPL Financial with 45 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Royal Alliance Associates, INC. for 34 years and OSAIC for 2 years. 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, supporting a network of over 22,800 advisors.

Leslie Zoerb is a financial advisor with Merrill in Buffalo, NY, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. Zoerb has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1998. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.